Fiduciary Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fiduciary Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.02M	Buy	56,254 +2,766	+5%	+$144K	0.24%	90
2026 Q1	$2.64M	Buy	53,488 +2,522	+5%	+$131K	0.23%	91
2025 Q4	$2.79M	Buy	50,966 +3,640	+8%	+$194K	0.23%	85
2025 Q3	$2.55M	Buy	47,326 +3,188	+7%	+$169K	0.22%	93
2025 Q2	$2.31M	Buy	44,138 +3,324	+8%	+$165K	0.22%	97
2025 Q1	$2.03M	Buy	40,814 +6,621	+19%	+$332K	0.2%	104
2024 Q4	$1.65M	Buy	34,193 +5,725	+20%	+$277K	0.17%	114
2024 Q3	$1.29M	Buy	28,468 +394	+1%	+$17.2K	0.13%	128
2024 Q2	$1.15M	Buy	28,074 +4,530	+19%	+$186K	0.12%	129
2024 Q1	$992K	Buy	23,544 +3,029	+15%	+$120K	0.11%	138
2023 Q4	$771K	Buy	+20,515	New	+$710K	0.09%	146

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fiduciary Group's XLF Position: Q2 2026 in Review

Fiduciary Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.2% in Q2 2026, buying an estimated $144K and bringing the position to 56,254 shares worth $3.02M. The position accounts for 0.24% of the portfolio, ranked #90.

Fiduciary Group first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Fiduciary Group held 56,254 shares of State Street Financial Select Sector SPDR ETF worth $3.02M as of Q2 2026.
Fiduciary Group bought 2,766 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $144K.
State Street Financial Select Sector SPDR ETF made up 0.24% of Fiduciary Group's portfolio in Q2 2026, its #90 holding.
Fiduciary Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.